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Franklin India Medium to Long Duration Fund - IDCW

Franklin India Medium to Long Duration · Long Duration
Moderate
₹10.40
Current NAV
30 Oct 2026
-1.6%
1Y Return
16.0%
3Y CAGR
15.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.20
Sharpe Ratio
0.80
Beta
0.20
Alpha
1.44
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Fund Details
Fund House Franklin India Medium to Long Duration
Category Long Duration
AUM ₹1750 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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